FCUEX Mutual Fund
FCUEX Mutual Fund
NAV$20.89
AUM$3M
TER0.99%
Holdings27
See how much of FCUEX you already own
FCUEX Mutual Fund
NAV$20.89
NYLI PineStone US Equity Fund Class A
AUM$3M
TER0.99%
Holdings27
See how much of FCUEX you already own
FCUEX Mutual Fund Overlap Analysis
FCUEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FCUEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, FCUEX may share significant positions with broad-market funds.
FCUEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FCUEX tax-loss harvesting finds highly correlated but non-identical funds.